Koa Wealth Management, LLC
Koa Wealth Management, LLC reported 55 holdings worth US$154M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Koa Wealth Management, LLC reported 55 holdings worth US$154M as of Sep 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$154M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 38,978 | US$19.4M | 12.6% |
| Apple Inc | 55,854 | US$18.6M | 12.0% |
| Alphabet Inc (google) Class C | 33,482 | US$11.5M | 7.5% |
| Halozyme Therapeutics, Inc. | 92,992 | US$10.3M | 6.6% |
| Danaher Corporation | 21,742 | US$4.82M | 3.1% |
| Amazon.com, Inc. | 19,117 | US$4.76M | 3.1% |
| Newmont Corporation | 38,426 | US$4.43M | 2.9% |
| Visa Inc. | 11,296 | US$4.06M | 2.6% |
| Blackstone Inc. | 34,471 | US$3.86M | 2.5% |
| Microsoft Corp. | 6,922 | US$3.55M | 2.3% |
| Cme Group Inc. | 12,613 | US$3.3M | 2.1% |
| Philip Morris International Inc | 16,983 | US$3.24M | 2.1% |
| Intercontinental Exchange Inc. | 18,866 | US$2.87M | 1.9% |
| Barrick Mining Corporation | 70,318 | US$2.86M | 1.9% |
| American Tower Corporation (reit) | 17,218 | US$2.82M | 1.8% |
| Mastercard Incorporated | 3,951 | US$2.18M | 1.4% |
| Fair Isaac Corporation | 3,360 | US$1.99M | 1.3% |
| Copart, Inc. | 71,320 | US$1.95M | 1.3% |
| Home Depot, Inc. (the) | 6,601 | US$1.88M | 1.2% |
| Brookfield Corporation | 47,519 | US$1.73M | 1.1% |
| Prologis, Inc. | 10,006 | US$1.3M | 0.84% |
| Pricesmart, Inc. | 7,110 | US$1.2M | 0.78% |
| Vertex Pharmaceuticals Incorporated | 2,228 | US$1.16M | 0.75% |
| Waste Management, Inc. | 4,880 | US$995K | 0.64% |
| Mbx Biosciences, Inc. | 15,613 | US$915K | 0.59% |
| Walmart Inc. | 8,142 | US$846K | 0.55% |
| Nvidia Corporation | 3,315 | US$757K | 0.49% |
| Lowe's Companies, Inc. | 2,729 | US$503K | 0.33% |
| Consolidated Edison, Inc. | 4,800 | US$491K | 0.32% |
| Qualcomm Incorporated | 2,100 | US$386K | 0.25% |
| Rexford Industrial Realty, Inc. | 10,270 | US$373K | 0.24% |
| Pacific Biosciences Of California, Inc. | 120K | US$284K | 0.18% |
| Costco Wholesale Corporation | 306 | US$279K | 0.18% |
| Dexcom, Inc. | 2,550 | US$220K | 0.14% |
| Abbvie Inc. | 836 | US$219K | 0.14% |
| Purecycle Technologies, Inc. | 31,820 | US$140K | 0.09% |
| Perspective Therapeutics, Inc. | 25,975 | US$71,431 | 0.05% |
| Connect Biopharma Holdings Limited | 49,600 | US$54,560 | 0.04% |
| Dover Corporation | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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